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Adding and Managing Regions (XP)

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Managing Service Regions

A region designates a geographical area where you perform work and can be selected down to the county level. A region is also designated to be Self-Performing or Sub-Contracting. The regions where you perform work will show in your profile when a client is searching for possible contractors.

Note: Setting up regions accurately and completely is critical when your client has asked you to load your rates or sales tax in Provider Automation.

You can set up one or many regions and the same geographical area can be used in multiple regions as necessary. Should your company perform different trades in different regions, or perform a trade Self-Performing in some areas and Sub-Contracting in others you must setup multiple regions to accurately reflect this. For example, the company iFixx Everything does HVAC work across the United States, but in some parts they are Self-Performing and in others they are Sub-Contracting. iFixx Everything should setup two regions; one for the parts of the country where they are Self-Performing and one for the parts where they are Sub-Contracting.
Region Example

Note: In situations where your client has asked you to load your rates in Fixxbook and your rates vary geographically, you must setup one region for each of your different rates.

Adding, Editing and Deleting a Region

⦿ How To Add a Region:
  1. On the Trades page, click Regions. The My company’s service regions page appears.
  2. At the bottom of your screen, select a country.
  3. Select the desired radio button for Self-Performing or Sub-Contracting.
  4. Click Add region. The create service region overlay appears.
  5. Enter a name for the region.
  6. Check all applicable areas for this region.
    Create Service Region
  7. Click Save. The new region is added to the list.

Note: In situations where you do not cover an entire state/province you can click the + next to a state/province and a list of county’s will populate for you to select from.

⦿ How To Edit a Region:


Note: Once created, you are unable to change a region between Self-Performing and Sub-Contracting. In situations where you need to do this please adda new region with the correct designation and then deletethe region with the incorrect designation.

  1. On the Trades page, click Regions. The My company’s service regions page appears.
  2. Click Edit next to the desired region. The edit service region overlay appears.
  3. Modify the service region name, if applicable.
  4. Modify the selected areas, if applicable.
  5. Click Save. The region is updated.
⦿ How To Delete a Region:


Note: When a region is assigned to a trade you must remove that assignment before you can delete the region. 

  1. On the Trades page, click Regions. The My company’s service regions page appears.
  2. Click Delete next to the desired region. The delete region overlay appears.
  3. Click Delete. The region is removed from the list.

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